Related skills
forecasting salesforce financial modeling tableau budgetingπ Description
- Lead forecasting, budgeting, and reporting for the GTM org.
- Partner cross-functionally to explain spending vs targets and resource trade-offs.
- Develop reporting on bookings, efficiency, productivity, pipeline, and churn.
- Prepare quarterly financial materials for internal, Board, and investor packages with strategic insights.
- Drive FP&A process improvements toward IPO readiness.
π― Requirements
- BS in Finance, Accounting, or Economics; MBA/CFA/CPA a plus.
- 7+ years FP&A experience.
- Knowledge of SaaS GTM KPIs: ARR, CAC payback, NRR, GRR.
- Excellent communication and presentation skills.
- Strong cross-functional business partnerships.
- Expert financial modeling skills.
- Entrepreneurial self-starter with ownership.
- Experience with Adaptive Insights, Salesforce, Workday, Tableau.
π Benefits
- Performance-based bonus and equity.
- Generous benefits program.
- Equal opportunity employer.
- Reasonable accommodations for protected disabilities.
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